BDF Gestion Has $19.31 Million Stock Holdings in JPMorgan Chase & Co. $JPM

BDF Gestion cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 59,928 shares of the financial services provider’s stock after selling 3,993 shares during the period. JPMorgan Chase & Co. makes up 2.4% of BDF Gestion’s portfolio, making the stock its 8th largest holding. BDF Gestion’s holdings in JPMorgan Chase & Co. were worth $19,310,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in JPM. Brighton Jones LLC grew its stake in shares of JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares during the last quarter. Acorns Advisers LLC lifted its stake in shares of JPMorgan Chase & Co. by 6.9% during the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after acquiring an additional 100 shares during the last quarter. Ignite Planners LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.7% during the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock worth $3,185,000 after acquiring an additional 78 shares during the last quarter. Pinnacle Wealth Planning Services Inc. boosted its holdings in JPMorgan Chase & Co. by 0.3% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 16,380 shares of the financial services provider’s stock valued at $4,749,000 after acquiring an additional 52 shares during the period. Finally, Invenio Wealth Partners LLC boosted its holdings in JPMorgan Chase & Co. by 2.9% during the 2nd quarter. Invenio Wealth Partners LLC now owns 3,687 shares of the financial services provider’s stock valued at $1,069,000 after acquiring an additional 105 shares during the period. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Trading Down 1.3%

JPM opened at $291.56 on Friday. The stock’s fifty day moving average is $300.65 and its two-hundred day moving average is $307.64. The company has a market capitalization of $786.34 billion, a P/E ratio of 14.57, a PEG ratio of 1.22 and a beta of 1.06. JPMorgan Chase & Co. has a 52 week low of $202.16 and a 52 week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same period in the prior year, the business earned $4.81 EPS. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. Analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be issued a $1.50 dividend. This represents a $6.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Monday, April 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.99%.

JPMorgan Chase & Co. News Summary

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: Erste Group slightly raised its FY2026 EPS estimate for JPMorgan, a signal that some sell‑side forecasts are moving higher and supporting forward earnings expectations. Erste raises FY2026 EPS
• Positive Sentiment: JPMorgan is launching a private‑credit fund that permits 7.5% redemptions — a product push that can expand fee income and AUM, showing the bank is innovating its asset‑management offerings. JPMorgan Plans Private Credit Fund
• Positive Sentiment: Jefferies initiated coverage with a “Hold” and $310 price target—provides a baseline analyst view implying modest upside from current levels. Jefferies starts coverage
• Neutral Sentiment: JPMorgan is conducting large corporate bond underwriting and lending activity (including a widely noted $8B bond sale tied to the EA buyout and a $3.25B credit line extended to Robinhood) — these deals add fee and interest income but expose the bank to underwriting/credit market volatility. JPMorgan launches $8B bond sale Robinhood credit line
• Neutral Sentiment: Market commentary from JPMorgan (Dimon and research notes) highlights big thematic risks and opportunities—AI disruption, a dash‑to‑cash by investors, and tactical views on Bitcoin vs. metals—informing sentiment but not an immediate earnings shock. Jamie Dimon on AI Investors move back to cash
• Negative Sentiment: An investor group (Scott+Scott) is investigating JPMorgan’s directors and officers for alleged fiduciary breaches — litigation/governance risk tends to weigh on bank shares when raised publicly. Investor alert – Scott+Scott probe
• Negative Sentiment: J.P. Morgan strategists warn of a sequential crude‑supply shock from Strait of Hormuz disruptions that could push oil higher in April—higher oil risks inflation, squeezes consumer demand and corporate margins, and is a headwind for banks via market volatility and loan stress. Map shows crude supply risk
• Negative Sentiment: Financial sector weakness (XLF and bank peers off) is pressuring JPM shares as investors de‑risk the space ahead of earnings season and amid rate/inflation uncertainty. Financial stocks decline

Insider Transactions at JPMorgan Chase & Co.

In other JPMorgan Chase & Co. news, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Jennifer Piepszak sold 8,571 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the transaction, the chief operating officer directly owned 71,027 shares in the company, valued at $22,216,535.33. This trade represents a 10.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,029 shares of company stock valued at $22,195,693 over the last three months. 0.47% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

JPM has been the topic of a number of recent analyst reports. Freedom Capital upgraded JPMorgan Chase & Co. to a “hold” rating in a research note on Wednesday, January 14th. Wall Street Zen raised shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Robert W. Baird raised their price target on shares of JPMorgan Chase & Co. from $280.00 to $290.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 4th. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $338.70.

About JPMorgan Chase & Co.

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.